Done-For-You Setup for Coaches

Skip the Setup. Start Running Your Coaching Business.

Don't want to spend days configuring software, booking pages, forms and automations? With CreamSoda Done For You, we'll build your core system and hand it over ready to use.

Need help generating new clients too? Our Marketing Setup can build the client-acquisition system around CreamSoda.
Appointment Booking page screenshot with calendar and profile view

Skip the Tech Overwhelm

Don't want to build your coaching system yourself?
Tell us how you work and we'll handle the setup. We'll configure the core parts of CreamSoda around your coaching business, test everything and hand it over ready to use.

Business & CRM Setup

We'll add your existing branding, connect your Google or Microsoft account, calendar and payment tools, import your contacts and configure your client pipeline.

Booking, Forms & Landing Page

We'll build your core booking pages, forms and landing page so prospects and clients have a clear path to take the next step.

Automations & Follow-Up

We'll configure your core automations, email templates, Smart Lists and review flow so routine client communication happens automatically.

Get a System That's Ready to Use

Worried you'll still be left connecting everything yourself?
We don't just switch features on. We'll connect the key pieces of your client journey, test the workflow from end to end and make sure you know how to use what we've built.

Connected Client Journey

Your booking, forms, CRM, payments and follow-up work together instead of operating as disconnected tools.

End-to-End Testing

We'll test the core workflows before handoff so you can start using CreamSoda with confidence.

Personal Handoff

We'll walk you through the completed setup and show you how your new system works.

CreamSoda calendar page view with booked appointments organized by color codes
Auto-Reminders to send out after X amount of time

Need Help Bringing in New Clients Too?

Have the software set up, but still need a system to generate leads?
Done For You sets up CreamSoda.

Our Marketing Setup goes further by building the client-acquisition system that brings prospects into CreamSoda.

Positioning & Funnel

We'll define your audience and offer, then build a focused lead-generation funnel with landing-page copy and the appropriate lead or booking flow.

Lead Nurture

We'll create the email nurture and follow-up needed to move new leads toward a conversation or booking.

Meta Ads & Retargeting

We'll set up tracking, prospecting and retargeting campaigns so you can attract prospects and bring interested visitors back into your funnel.

90-Day Optimization

We'll set up tracking, prospecting and retargeting campaigns so you can attract prospects and bring interested visitors back into your funnel.

Advertising spend is separate.

Frequently Asked Questions

Answers to help you get started with CreamSoda’s coaching management software.
What is CreamSoda’s Done For You Setup?
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Done For You is an implementation service for coaches who want CreamSoda configured for them. We set up the core CRM, booking pages, forms, landing page, automations, email templates, Smart Lists and review workflow, then test everything and hand the system over to you.

Does Done For You include marketing strategy?
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No. Done For You focuses on configuring your CreamSoda system.

Marketing strategy, funnel development, advertising and ongoing campaign optimization are part of CreamSoda's Marketing package.

Is there a strategy call with Done For You?
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No. Done For You includes a handoff session to walk you through the completed system.

Strategy and ongoing check-in calls are part of CreamSoda's Marketing package.

What is CreamSoda Marketing?
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CreamSoda Marketing builds on Done For You by creating the client-acquisition system around CreamSoda. It can include audience and offer positioning, funnel strategy, landing-page copy, lead nurture, Meta prospecting and retargeting, tracking and 90 days of optimization.

Does CreamSoda Marketing include Done For You?
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Yes. Marketing Setup includes the Done-For-You implementation, so the software and acquisition system work together.

Is advertising spend included with Marketing Setup?
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No. Advertising spend is paid separately to the advertising platform.

Can I set CreamSoda up myself?
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Yes. Done For You is optional. CreamSoda includes a step-by-step guided setup flow, so you can configure the software yourself if you prefer.

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